CTF Capital Management, LP 13F Holdings

CIK 02821973 · OLD GREENWICH, CT

As of Sep 30, 2022, CTF Capital Management, LP reported 9 positions worth 28.8K in its SEC Form 13F filing.

Top 9 holdings

SecurityTickerSectorSharesValue% of portfolio
LAMB WESTON HOLDINGS INCLWConsumer Defensive326,161$25.2K19.59%
ISHARES RUSSELL 2000 ETFIWM—144,583$23.8K18.51%
INVESCO QQQ TRUST SERIES 1QQQ—78,819$21.1K16.35%
ARCH CAPITAL GROUP LTDACGLFinancial Services396,236 8.0K14.01%
FIRST SOLAR INCFSLRTechnology104,400 3.8K10.72%
MEDPACE HOLDINGS INCMEDPHealthcare71,200 1.2K8.69%
ADAPTHEALTH CORPAHCOHealthcare297,607$5.6K4.34%
MARSH & MCLENNAN COMPANIES INCMMCFinancial Services34,000$5.1K3.94%
SYLVAMO CORPSLVMBasic Materials146,303$5.0K3.85%